Anita Bose

Not Qualified

45/100

AI Summary:

Anita Bose expressed interest in mutual funds. Investment goal: saving. Budget: ₹50,000 lump sum. Not ready to invest at this time.

#	Outcome	Score	Duration	Transfer	Date
1	Not qualified	45	07:48	—	15 May 2026 08:34

Currently Investing?

Investment Amount

₹50,000 lump sum

Investment Goal

Saving

Investment Horizon

2-3 years

Prior MF Experience?

Yes